$Advanced Micro Devices(AMD)$  According to this model, every gigabyte of deployed compute capacity translates to $10 billion in revenue with a 30% gross margin. The Meta and OpenAI deals alone account for a combined 12 GB, albeit over several years. The vestable warrants tied to these deals don't become dilutive until AMD's share price reaches the $400-$600 range, at which point the impact would likely be immaterial. There might even be a stock split similar to NVDA. In my view, $400 will be a minimal trading level by 2026. I appreciate what AMD and Lisa Su are executing.

$NVIDIA(NVDA)$ Just like with $200, everyone knows it's not if but when NVDA hits a new all-time high.

$Advanced Micro Devices(AMD)$ In my view, AMD's CPU business alone is worth more than $1 trillion. When it moves, I think it'll happen very quickly. It could even reach $2-3 trillion in the next 12 months.

$Advanced Micro Devices(AMD)$ AMD will have a huge blowout very soon, just like Marvell is having now. Twice as big.

$Advanced Micro Devices(AMD)$ Now even light loafer admits it's going to 300. Funny how things change.

$Advanced Micro Devices(AMD)$ It's going to reach $1000 soon, and we're at the same point Nvidia was 4 years ago.

$Advanced Micro Devices(AMD)$ A little schizophrenic tug of war here – AMD bulls are pushing ahead.

$Advanced Micro Devices(AMD)$ ARK recently sold 44,000 AMD shares. I hope the stock price keeps going up so she regrets that call.

$NVIDIA(NVDA)$ Will NVIDIA close above 190 and stay there? I'd say it's 50-50. The stock seems very close to finding a new trading range. They have so much cash it's almost a problem finding new places to invest, but honestly, that's a good problem to have.

$NVIDIA(NVDA)$  Let's be real, our tech isn't slowing down. Every step forward brings new risks, and it's easy to focus on that. But we've been here before. As people, we adapt, we figure things out, and we grow past the challenges. That's what we've always done. So instead of fearing innovation, maybe it's better to lean into it. Learn it, understand it, and make it work for us. Like with the internet before and smartphones, it's going to be similar with AI.

$Advanced Micro Devices(AMD)$  From my perspective, the coming quarter will see very high sales in China. AMD has kept a low profile in that region to avoid Trump's attention. China is going big into inference, and CPU is the essential block.

$NVIDIA(NVDA)$  Some of us bulls have been through two splits: a 10-for-1 and a 4-for-1. What about that Valley Kid? Not too shabby, my bitter friend.

$39.3B in one quarter? $NVIDIA(NVDA)$  is on fire. They have the technology, the demand, and the momentum. The only thing slowing them down is U.S. export rules. Lift those and watch them dominate globally.

$Advanced Micro Devices(AMD)$  CEO Lisa Su teases the MI450 ramp, a 6GW Meta AI deal, and a 35% growth target.

I come to this site hoping to read insightful comments about $NVIDIA(NVDA)$ , yet I only encounter political remarks. Perhaps I should visit a political site instead, where the majority of comments would be information and opinions about NVDA.

$NVIDIA(NVDA)$ Wow, and another one. Tech Mahindra advances AI Driven autonomous network operations for CSPs globally with NVIDIA.

I tend to view the Wind River partnership as a significant strategic win. This will greatly expand $Advanced Micro Devices(AMD)$ 's customer base in automation and embedded software applications.

$NVIDIA(NVDA)$  Robots and quantum computing continuation of nvda dominance.

$NVIDIA(NVDA)$ One of the top stocks in the long term, and I'm really pleased to be part of history rather than just observing it. Right, Darth, just kidding.

$NVIDIA(NVDA)$ I tend to think that AI demand is still driving revenue and guidance. Valuation is high, but fundamentals remain strong.